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Moody's forecasts $110 billion investment for 45GW of new power generation by 2030 to support AI data centers, primarily using natural gas. This surge in demand risks increasing electricity costs for
Moody's warns that high PJM capacity prices may negatively affect credit ratings of regulated utilities. Rising costs from data center demand and transmission constraints increase regulatory risks.
South Africa's plan to split state utility Eskom raises credit concerns as transmission assets account for nearly 40% of earnings. Moody's warns credit quality could be impaired, while municipal debt
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